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Invesco WilderHill Clean Energy ETF
PBW

Overview Fund Activity

72 hedge funds and large institutions have $18.8M invested in Invesco WilderHill Clean Energy ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-11
Holders Change %
-13.25%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
22
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.8M
2
JGUA
2
John G. Ullman & Associates
New York
$1.17M
3
Morgan Stanley
3
Morgan Stanley
New York
$882K
4
GI
4
Gradient Investments
Minnesota
$99K
5
Creative Planning
5
Creative Planning
Kansas
$89K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$375K
2
VKH
2
Virtu KCG Holdings
New York
$0
3
ZIG
3
Zurich Insurance Group
Switzerland
$4.78M
4
Jane Street
4
Jane Street
New York
$0
5
Brown Advisory
5
Brown Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$6K +$426 +25 +8%
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
AIP
53
Ameritas Investment Partners
Nebraska
$4K – – –
WEC
54
Winslow Evans & Crocker
Massachusetts
$3.7K -$680 -34 -16%
PCFFS
55
Pacific Center for Financial Services
California
$3K -$3.62K -158 -55%
AF
56
Allworth Financial
California
$3K – – –
First Manhattan
57
First Manhattan
New York
$2K – – –
AA
58
Apriem Advisors
California
$2K – – –
PSC
59
Prentiss Smith & Co
Vermont
$2K – – –
TCM
60
Tradewinds Capital Management
Washington
$2K – – –
ASN
61
Advisory Services Network
Georgia
$2K +$2K +95 New
RFA
62
Reilly Financial Advisors
California
$1K – – –
FMP
63
Financial Management Professionals
Texas
$1K – – –
WA
64
Winfield Associates
Ohio
$1K – – –
FWM
65
Focused Wealth Management
New York
$1K – – –
VIA
66
Vantage Investment Advisors
Pennsylvania
$1K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$1K – – –
WT
68
Whittier Trust
California
$1K – – –
US Bancorp
69
US Bancorp
Minnesota
$1K +$750 +45 +300%
CYG
70
Clean Yield Group
Vermont
$1K +$1K +60 New
VKH
71
Virtu KCG Holdings
New York
– -$236K -12,830 Closed
Jane Street
72
Jane Street
New York
– -$204K -11,061 Closed
Brown Advisory
73
Brown Advisory
Maryland
– -$202K -11,009 Closed
TSS
74
Two Sigma Securities
New York
– -$185K -10,063 Closed
PAG
75
Pinnacle Advisory Group
Maryland
– -$123K -6,692 Closed
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